We are pleased to inform you of an exciting development at Hitchell Financial Planning. Our dedication to delivering exceptional service and expert financial guidance is leading us to join forces with 2plan wealth management Ltd, a highly regarded national independent advisory firm, effective immediately.
We have always valued our relationship with The Openwork Partnership, yet we believe that this new chapter with 2plan will allow us to provide you with truly independent, whole-of-market advice. 2plan's commitment to the client experience aligns perfectly with our ethos, ensuring that we continue to offer personal and informed guidance that meets your financial needs.
Known for their innovative approach and comprehensive support, 2plan has been instrumental in enabling financial advisers across the UK to deliver outstanding service. Their expertise in administration, cutting-edge technology, and regulatory support will be instrumental in enhancing the efficiency and effectiveness of the advice we provide.
Please rest assured that the transition of the servicing of your policies to 2plan wealth management Ltd will be seamless and there will be no interruption to the personal and bespoke service you are accustomed to from us. The ownership, our team, and our values at Hitchell Financial Planning remain unchanged.
In the coming months, we'll be in touch to update you on your investment portfolio and to make sure you are receiving the right level of service from us. If you do not consent to this change, please let us know at your earliest convenience.
We thank you for your continued trust and look forward to bringing even more value to our relationship through this new alliance.
Chartered Financial Planners/Practice Partners